Estate Planning and Administration Attorney

Job Overview

A law firm seeks an Estate Planning and Administration Attorney in Orinda, CA. This full-time role involves drafting and executing estate plans, managing trust and probate administration, and providing direct counsel to clients. The attorney will play a crucial role in ensuring the smooth administration of trusts and estates, contributing to the firm's success and client satisfaction.

Duties

• Draft legal documents, including trusts, wills, and powers of attorney.
• Provide counsel on estate planning and trust administration.
• Manage trust and probate administration, including court documents and client communication.
• Assist with conservatorships and guardianships.
• Represent clients in court appearances.
• Collaborate with team members for seamless client services.
• Conduct legal research and analysis on complex issues.
• Manage case files autonomously, ensuring deadlines are met.

Requirements

• Minimum of 3 years of experience in trust and estate planning or administration.
• Proven ability to meet billable hour requirements.
• Strong communication and strategic legal skills.
• Proactive problem-solving and organizational skills.
• Collaborative mindset and client-focused approach.

Education

• Juris Doctor (J.D.) from an accredited law school.

Certifications

• Active membership in good standing with the State Bar of California.

Skills

• Exceptional attention to detail.
• Ability to manage multiple client cases simultaneously.
• Empathetic and client-focused communication.

Benefits

• Medical, dental, and vision coverage options.
• Retirement savings plan.
• Paid time off, including sick and vacation time.
• Paid holidays.
• Discretionary, performance-based bonuses.